Wealth Management Billing & Payroll Specialist

Overview 

What you’ll do 

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  Communicate with Advisors and Operations on billing setups
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  Execute monthly and quarterly bill runs, ensuring accuracy
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  Calculate and process advisor payouts
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  Coordinate fee billing reviews with the advisory team
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  Prepare and process multiple payrolls and payroll corrections
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  Manage the relationship with our third-party accounting team
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  Process expense reimbursements for employee expenses

What Success Looks Like 

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  Accurate and timely bill runs
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  Comprehensive understanding of the billing process
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  Become the go-to person for all things relating to revenue collections and payouts
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  Full ownership of the billing and payroll functions

Competencies and Skills  

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  Strong organizational and mathematical skills
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  Ability to maintain confidentiality regarding financial matters
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  Proficiency with Microsoft Excel (Basic formulas, Lookups, Pivot Tables)
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  Exceptional attention to detail
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  Familiarity with accounting, payroll, and banking software (Rippling/Mercury)
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  Experience with Orion, Schwab, and Fidelity is preferred
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  Strong orientation toward following established processes and procedures

Working at Compound